LivingHR, Inc. logo

VP, Trust Officer (Wealth Mgt)

Job Overview

Location

Fort Myers, FL

Job Type

Full-time

Category

Human Resources

Date Posted

April 9, 2026

Full Job Description

📋 Description

  • • As a Trust Officer, you will serve as a trusted advisor to high‑net‑worth clients, overseeing the administration of complex trust accounts and ensuring alignment with fiduciary standards, regulatory requirements, and each client’s long‑term financial objectives.
  • • You will administer a portfolio of trusts, estates, and agency accounts in accordance with governing documents, state and federal regulations, and company policies, while serving as the primary relationship manager for clients and beneficiaries.
  • • The organization is an independent trust company built on relationships, not transactions, serving clients across Southwest Florida and beyond with a boutique feel and institutional strength.
  • • You will build deep, meaningful relationships while guiding clients, beneficiaries, and internal partners through the intricacies of trust management with clarity, professionalism, and care, and cultivate new business opportunities through exceptional service and community engagement.

Skills & Technologies

Remote
Degree Required

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LivingHR, Inc. logo
LivingHR, Inc.
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About LivingHR, Inc.

LivingHR is a Dallas-based human resources consulting firm founded in 2010 that partners with organizations to design and implement modern people strategies. Services include talent acquisition optimization, employee experience design, leadership development, diversity and inclusion programs, HR technology selection, and organizational change management. The firm serves mid-market to Fortune 1000 clients across technology, healthcare, financial services, and consumer goods industries. LivingHR operates as a certified women-owned business and maintains a distributed team of senior consultants throughout the United States.

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